ScotiaMcLeod Senior Associate - Montreal

Requisition ID:

Responsibilities

• Identify new business opportunities to gather additional assets and/or increase revenue
• Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
• Build effective working relationships across the team and with various business lines and corporate function contacts
• Prepare, analyze, and present reports and recommendations to clients
• Develop and distribute client communication and marketing pieces
• Review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes
• Understand client profiles and that the Advisor’s investment strategy being used to implement client objectives

Qualifications

• Experien...